February 12, 2026
Managing Director – Tax, Business Services Christian Burgos, CMI, JD, LLM, was quoted in a Bloomberg article about SALT stacking.
January 28, 2026
Managing Director – Tax, Business Services Christian Burgos, CMI, JD, LLM, was recently quoted in a U.S. News & World Report article by Maryalene LaPonsie about the tax impact of the OBBA and the ongoing uncertainty at the state level as many states consider pending reforms.
“Trump’s Tax Cuts: What Will Be Different When You File Taxes in 2026?”
Effective January 2026, Berkowitz Pollack Brant Advisors + CPAs combined with Baker Tilly.
December 30, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a GlobeSt. article discussing South Dakota’s trust structures to shield carried interest and other assets from state taxes and creditors.
“A Handful of States Have Become Havens for Carried Interest”
December 26, 2025
Director of Tax Services Christian Burgos, CMI, JD, LLM, was recently quoted in a Financial Times article about the influence of tax tracking on the travel plans of the wealthy.
“How tax trackers influence wealthy Americans’ holiday plans”
November 12, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a U.S. News & World Report article about the highest Social Security payment in 2026 and how to maximize your benefit.
“What Is the Maximum Possible Social Security Benefit in 2026?”
September 5, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a Newsday article discussing Grandparents Day tax savings and the expanded use of 529 accounts for K–12 education and vocational training.
“For Grandparents Day, Long Islanders reflect on a role that brings wisdom and joy”
August 26, 2025
Director of Tax Services Michael Brennan, CPA, recently wrote an op-ed for Bloomberg Tax about the impact of OBBB on New York City residents and business owners.
“NYC’s High-Income Taxpayers Get a Few Big Wins in Trump Tax Law”
August 11, 2025
Director of Tax Services Michael Brennan, CPA, was recently quoted in an article in Forbes about staffing challenges at the IRS.
“As IRS Withers Tax Pros Still Urge Compliance”
July 28, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a U.S. News & World Report article about potential changes to capital gains and home sales.
“Why Trump’s Idea to Eliminate Capital Gains Tax on Home Sales Probably Won’t Benefit You”
July 9, 2025
Director of Tax Services Christian Burgos, CMI, JD, LLM, was recently quoted in a Bankrate article about the SALT deduction cap expansion.
“SALT Deduction Cap Boosted To $40,000 – Here’s Who Stands To Get The Biggest Tax Break”
May 16, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a Globe St. article about the battle over carried interest.
“Carried Interest Survives House But the Fight Is Not Over”
May 14, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a US News and World Report article by Maryalene LaPonsie about the discussion around tax-free tips.
“Trump Proposed Eliminating Taxes on Tipped Workers. Here’s What Employees Should Know.”
April 11, 2025
Director of Tax Services Michael Brennan, CPA, was quoted in an article about the 2025 tax season in Accounting Today.
Tax season closes amid uncertainty over IRS, tax cuts
April 9, 2025
Director of Tax Services Michael Brennan, CPA, was interviewed by Lorena Nessi of CCN for an article about tax issues related to cryptocurrency holdings.
Crypto Tax 2025 – Michael Brennan on IRS Triggers, Loopholes and Tax-Saving Strategies
April 3, 2025
Michael Brennan, CPA, tax advisor based in New York City, was featured in a MarketWatch article. He offered valuable insights to taxpayers regarding the recent changes affecting the IRS.
My grandmother is in her 70s and has $400K in stocks. Is now the time to offload them?
April 1, 2025
Director of Tax Services Michael Brennan, CPA, was quoted in this article in Financial Advisor Magazine.
Upheaval In D.C. Sows Confusion Among Taxpayers, Advisors Say.
April 1, 2025
Senior Manager of Tax Services Joseph Leocata, JD, CPA, MBA, was quoted in this CBS MoneyWatch article about IRS loan forgiveness programs.
“How to Qualify for IRS Tax Forgiveness”